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Rise Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Rise Advisors’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8
Closed -$966 – 1460
2025
Q3 		$966 Sell
8
-10
-56% -$1.14K ﹤0.01% 1288
2025
Q2 		$1.96K Buy
18
+10
+125% +$1.02K ﹤0.01% 1199
2025
Q1 		$793 Hold
8
– – ﹤0.01% 1324
2024
Q4 		$899 Buy
+8
New +$856 ﹤0.01% 1087
2023
Q1 		– Sell
-1,878
Closed -$121K – 827
2022
Q4 		$121K Buy
1,878
+4
+0.2% +$279 0.1% 86
2022
Q3 		$133K Hold
1,874
– – 0.11% 78
2022
Q2 		$129K Buy
1,874
+4
+0.2% +$315 0.13% 78
2022
Q1 		$173K Buy
1,870
+124
+7% +$11.4K 0.16% 70
2021
Q4 		$179K Buy
+1,746
New +$174K 0.17% 70

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return